Grace Family Office · Taiwan's largest-ever wealth transfer
What goes unsaid
is usually where succession begins.
Most families have already started thinking about succession. But very few have truly put those thoughts into words, or shared them clearly with each other. This is where the three-axis assessment becomes a starting point.
Taiwan is in the middle of the largest wealth transfer in its history.
This is no longer limited to ultra-high-net-worth families. One in three properties that change hands in Taiwan now does so through inheritance — a scale most people haven't fully registered yet.
Sources: Ministry of Finance; Ministry of the Interior, Taiwan (Business Weekly Taiwan, Issue 2004, April 2026); E.SUN Bank × KPMG Taiwan High-Net-Worth Wealth Management & Succession Survey 2026
The thinking behind the practice
"85% of high-net-worth families say they've thought about succession. Fewer than half have actually started. The gap between intention and action is almost always a conversation that hasn't happened yet."
"Tax planning is table stakes. But the law determines who your wealth ultimately reaches — and liquidity determines whether the plan can actually be executed."
"Succession has two sides: passing and receiving. Until both are ready, even the best-structured plan won't land."
A system built to endure
Clarity of structure is the greatest gift you can give your family.
Through equity design and decision-right clarity, we ensure the soul of your enterprise passes across generations without losing its footing.
Using international tax and legal frameworks, we build a defensive architecture around everything you've built — complete and intact.
We help your family consolidate its core vision. When shared values become embedded in structure, your family's influence can truly endure.
Professional Partners
U.S. CPA with a background in investment banking and venture capital, Grace has spent years working with high-net-worth families across Asia on succession strategy. She has a particular gift for turning abstract intentions into concrete, workable arrangements — and for holding space for the difficult conversations that matter most.
With deep experience in multinational corporations and public companies, John understands the pressures founders face at critical decision points. He translates complex tax, legal, and cross-border structures into succession frameworks built for the long run — grounded in data, delivered with clarity.
The most important family decisions are never just about assets.
They're about whether your family actually understands each other.